Beyond SaaS; Cloud Computing Update and Investment Opportunities
After being away for a few weeks (vacation and business travel), I returned to the Bay Area and attended GigaOm’s Structure conference and Amazon’s AWS Summit. I have been attending Structure since the first event but this was my first time attending the AWS Summit. I was drawn to these conferences for two reasons. First, while over the past 10 years we have invested and continue to invest heavily in SaaS application companies, we have foregone investment opportunities in companies that provide cloud infrastructure solutions, i.e., PaaS and IaaS. I have been trying to determine whether we should be considering…
Safe-deposit box SaaS
I’m amazed at how often I still hear people recommending SaaS vendors should offer certain customers the option of dedicated, private instances of their application. Apart from a tiny minority of niche customer segments and applications, the economies of scale of running all customers on the same shared infrastructure (aka public cloud) should make the [...]
